Your team is already using AI. Almost no one has written down the rules.
Recommended ModuleAI moved into your business faster than any policy could keep up. Staff are pasting client data into chatbots, drafting contracts with tools nobody vetted, and making decisions with models no one has reviewed. Carriers, clients, and regulators have all started asking the same question: how do you govern AI? For most companies the honest answer is “we don’t.”
You don’t need a research lab or a Chief AI Officer to fix that. You need the same three things every governance question comes back to — written principles for how AI can and can’t be used, a way to assess the risk before you deploy a tool, and a named owner who keeps it current. The AI Governance Foundations Kit gives you all of it, customized to your industry, size, and AI maturity, delivered by email within minutes of purchase.
Name who owns AI decisions.
It doesn’t need to be a technical role. Pick the person who decides which tools the company adopts and write it down with a date — an email or shared doc is enough. When a client or carrier asks who’s accountable for AI, “nobody” is the answer that costs you.
Write one rule about client data.
The single highest-risk AI habit is staff pasting sensitive or client data into public tools. One sentence — “Do not enter client, financial, or personal data into any AI tool that hasn’t been approved” — sent to your team today removes your most common exposure while you build the rest.
Inventory the AI already in use.
Open a document and list the AI tools your team actually uses — the sanctioned ones and the ones they adopted on their own. You can’t govern what you can’t see. This list becomes the starting point for your acceptable-use policy and your risk assessment.
A complete, customized AI governance package built around your organization. Answer 9 questions after checkout; receive your full kit by email, generated for your industry and size — not a template with your name pasted on it.
AI Governance Framework
Priority-ordered principles tailored to your industry, size, and AI maturity — the decisions carriers and clients expect you to have made.
Acceptable Use Policy
Pre-filled with your context and ready to publish with minimal editing. Plain-English rules for how staff can and can’t use AI at work.
AI Risk Assessment Checklist
A structured way to evaluate a tool before you deploy it — pre-deployment, ongoing monitoring, and vendor evaluation in one place.
Staff Training Guide
Four modules you can run yourself. Train your team on safe, effective AI use without hiring an outside facilitator.
30/60/90 Day Roadmap
A week-by-week implementation plan that takes you from day one to embedded, reviewed AI governance. Assign it to your owner and follow the steps.
Bonus Template Library
Six ready-to-use forms: tool evaluation requests, AI incident reports, vendor Q&A, and more — the everyday paperwork of running governance.
Some organizations need governance embedded, not just documented.
If AI touches regulated data, high-stakes decisions, or a large team, a kit gets you started but ongoing advisory gets you there. Whitestance’s Accelerate tier provides continuing support — reviewing your deployments, keeping your framework current as tools and regulations change, and producing evidence of governance your board, clients, and carriers can see. It uses the same framework this kit is built on, so nothing gets thrown away.
Talk to us about ongoing advisory →